The Blend: A West Monroe Partners Blog

This article will walk you through how to view records you are assigned to from child objects in a list view on the parent record. Currently the best way to view this information would be through a report, however this report would need to be customized for each user. Reports can also require multiple clicks and searches to get to the right one.…

In December Amazon made my holiday shopping as effortless as it’s ever been. In a not-so-subtle attempt to get its Alexa Voice Service technology on a smooth surface in every home around the globe, the world’s leading online retailer slashed the price of its second-generation Echo Dot to $39.99, and moved nine times more units than it had in the previous holiday season.…

As of September 2016, there were 5,980 FDIC-Insured banks in the United States. While this number dropped from 6,270 FDIC-Insured banks in September of 2015, total assets actually increased from $15.8 trillion in 2015 to $16.7 trillion in 2016. Looking at this trend in the number of banks declining (whether they be commercial or retail) is enough for us to assume demand is increasing but...

Recently, I co-authored a white paper on six pillars required for successful business transformation to agile (click here to download the paper). In my mind, product management is where the rubber meets the road with being or becoming agile. It is where organizations attempt to balance customer needs, corporate strategy and technical delivery at a rapid pace.…

Have you ever been in the middle of an early morning fitness class and thought “I know why I’m here – I’ve got to stay in shape all winter for outdoor cycling season—but what gets everyone else to show up for this particular 6am spinning class?” Is it because the instructor has the best playlist?…

Organizations and companies in every industry are striving to gain a deeper focus on understanding their customers’ experiences. In healthcare, insurance, banking, media, finance and education, budgets are being realigned to support building a digital modern business model that promotes innovation, ideation, and better ways to engage and delight – each and every day.…

If you’re like most consultants, you walk around spewing buzzwords daily. You know the ones—corporate synergy, big data, low-hanging fruit. They’re the words you use but, if put on the spot, probably couldn’t actually define. “Rapid Prototyping” likely falls into that category: you know it and even use it, but are unsure of how it applies to you or when you could utilize it.…

Salesforce does a great job responding to their user’s feedback and needs and have incorporated a number of those user requests. The Spring ’17 Release is no different, in fact they may be setting the bar even higher! From enhancing the customer service experience to having Artificial Intelligence predict the value of an opportunity – Salesforce is making it easier for users to get the most of...

I just read an article in CIO.com that spotlighted the ever growing Salesforce ecosystem and the high demand for skills to support Salesforce implementations. This is great news for those of us who get to work in this exciting ecosystem.
“It’s one of the fastest-growing, most in-demand skills out there. And it’s ubiquitous.…

Last week I shared five of my favorite Chrome extensions for Salesforce Admins that will enhance functionality and help you be more efficient. Below are five more excellent extensions that will help you make the most of Salesforce.
If you need a reminder on how to install Chrome extensions, refer to my previous post for an overview.…

Google Chrome extensions provide powerful enhancements embedded directly into your Google Chrome browser. These extensions can be installed to your browser for free and with a click of a button. If you are a Salesforce Admin the following Chrome extensions are my must-have picks for quick navigation and enhanced functionality across the platform, which will allow you to spend less time...

If a picture tells a thousand words, then an interactive prototype tells 10 thousand…which is coincidentally the length of your detailed business requirements documentation.
The Challenge
Technology ecosystems are continuously becoming more complex. Software is aging and needing to be replaced or re-designed to meet changing user expectations. While our screens sizes have shrunk for many...